Advisory
Investment expertise without conflicts.
Global portfolio advisory is the work of reading everything a family owns, across every bank and provider, as one portfolio, and giving independent advice on the whole.
What independent advice brings to the whole.
We read each bank portfolio alongside the others, so that recommendations can be considered against the family's whole picture.
We look across investment strategies for each goal and asset class, and judge a recommendation on what it brings to the portfolio.
Our investment team's experience helps put each decision in context, with the family's long-term plans at the centre.
Abbey Road investment consulting framework
- Understanding the clients’ requirements, targets and profiles in order to shape a fit-for-purpose asset portfolio
- Constructing a diversified portfolio of investments spanning multiple geographies, currencies, asset classes, liquidity and risk characteristics
- Periodic reporting across the portfolio
From many pieces to one picture.
More
Our core expertise revolves around helping families build strong and durable balance sheets
A durable balance sheet is one that holds through changing markets: diversified across geographies, currencies and asset classes, with liquidity matched to the family's needs. We shape each portfolio around the family's requirements and profile, and keep it under review so that it continues to serve the purpose it was built for.
Coordinated for generations.
Abbey Road also has extensive relationships with leading providers of Family Legacy and Planning services. We act as the central co-ordinator, ensuring the service providers meet the objectives that have been set, and on budget.
Families often work with several providers at once, each with its own scope and timetable. As the central co-ordinator, we keep these relationships aligned with the family's objectives, so that planning decisions are taken once, clearly, and carried through as intended.
- Family Strategic & Business Planning
- Trust & Fiduciary Services
- Tax Structuring And Coordination
- Multi-Generational Planning
- Family Governance Advisory
A global network built over 40 years.
Our network is global and built on more than 40 years of experience in the merchant banking space; Abbey Road can help facilitate client access to trusted merchant bankers around the world.
When a family needs specialist advice beyond its banks, we introduce trusted merchant bankers from this network and stay involved throughout, so that the family is never left to manage a new relationship on its own.
- M&A Advisory Services
- Private Placements & Joint Ventures
- Fund Placements
- Direct Co-Investments
- Public Company Ipo Advisory Services
- Strategic Advisory Services
- Independent Board Advice
- Structured Finance Advisory Services
- Fairness Opinions & Valuations
- Sector Research & Market Insight
Let’s talk.
Experience the Abbey Road difference today. For more information get in touch
A first conversation is simply that: a chance for us to understand the family's situation and for the family to understand how we work. There is no obligation, and nothing to prepare.